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TFO Wealth Partners’s HUB Group HUBG Stock Holding History

TFO Wealth Partners’s Portfolio HUBG Stock Details HUBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$173 – 380
2024
Q1 		$173 Hold
4
– – ﹤0.01% 525
2023
Q4 		$184 Sell
4
-6
-60% -$236 ﹤0.01% 666
2023
Q3 		$402 Buy
10
+6
+150% +$246 ﹤0.01% 526
2023
Q2 		$161 Hold
4
– – ﹤0.01% 567
2023
Q1 		$168 Sell
4
-88
-96% -$3.84K ﹤0.01% 523
2022
Q4 		$1.81K Buy
+92
New +$3.59K ﹤0.01% 272

Other funds holding HUBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

TFO Wealth Partners's HUBG Position: Q2 2024 in Review

TFO Wealth Partners sold out of HUB Group (HUBG) in Q2 2024, closing a stake of 4 shares — an estimated $173 sold.

TFO Wealth Partners first reported a position in HUBG in Q4 2022 and held it in 6 quarters. The position peaked at $1.81K in Q4 2022. 260 funds tracked by Wall St. Rank hold HUBG as of Q2 2024.

  • TFO Wealth Partners reported no remaining HUB Group position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 HUB Group shares in Q2 2024, an estimated $173.
  • TFO Wealth Partners first reported a position in HUB Group in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's HUB Group position peaked at $1.81K in Q4 2022.
  • 260 funds tracked by Wall St. Rank held HUB Group as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.